Customer Spotlight: How Jobber Gained Real-Time Visibility Into Performance With Klips Dashboards

Jobber is a software company that helps home service businesses streamline day-to-day tasks, such as generating quotes, scheduling, invoicing, and collecting payments. The Edmonton-based company has grown significantly to serve tens of thousands of users in the home services industry, including lawn care, cleaning, plumbing, and electrical.

CEO Sam Pillar founded Jobber with a clear mission: to make work easier for small business owners and their teams. As a former software developer, he saw firsthand how manual tasks and inefficient processes bogged down businesses, reducing their capacity to deliver the products and services their customers needed.

Ironically, that same challenge existed within his own company.

Jobber’s internal reporting process was slow and labor-intensive. Without a dedicated data visualization tool, employees had to manually gather and compile data, delaying their ability to act on business problems. Recognizing this gap, Sam began looking for a solution that would align with Jobber’s core mission. He wanted to give his team quick, visible access to all relevant metrics so everyone could stay on track, see clear evidence of the effectiveness of their efforts, and act quickly when needed.

Improving company-wide transparency

Jobber chose Klipfolio Klips to keep their team informed about company-wide challenges and progress. They gathered data from third-party services, integrated it into Klips, and then built real-time updating dashboards for key metrics. These dashboards were then displayed on TV screens throughout the Edmonton office, helping every team member stay aligned on performance as they worked.

“Our company and team level KPIs are much more accessible to everyone in the company now. Not only do we have core stuff displayed on TVs throughout the office, but people can check in on more detailed dashboards or KPIs for other teams really easily without having to ask someone or generate a report.”
Sam Pillar, CEO of Jobber

To make access even easier, the company also created unique shareable links for all dashboards, which all relevant stakeholders have access to. Since everyone had access to the right information, they didn’t need to wait for approval from higher-ups before taking action. This transparency created a more efficient and democratic environment where everyone could contribute strategies for improvement. 

Monitoring metrics on a centralized platform

One of the biggest advantages of using Klipfolio Klips is its ability to connect to a wide range of third-party data services. This flexibility allowed Jobber to quickly integrate Klips with the tools they were already using, such as:

• Salesforce

• Google Drive

• Google Analytics

• New Relic

• Custom Databases

• Zendesk

• Jira

Currently, Klipfolio offers over 130 pre-built data connectors, allowing users to stream data directly into their dashboards. It also provides REST API connections, making it possible to access data from tools not included in the available list of sources.

Of course, dashboards are only useful when you’re tracking the right information. At Jobber, both management and employees closely monitor key performance metrics, including several that are reviewed daily:

• Trial Volume

• Lead Volume

• MRR Add

• Conversion Rates

• ARPA

• ASP

• Churn

By tracking these metrics, the team could clearly measure their progress against their goals. This level of visibility helped individual employees understand which of their efforts were driving results. Plus, seeing direct evidence of their impact in the office boosted morale and helped the entire team stay motivated and focused.

Teams at Jobber understand what initiatives are moving the needle.

What if all of your employees had real-time visibility to their KPIs?

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Keep the whole team in the know with Klips

Companies reap many benefits by making data easy to access and understand. When everyone can see how their work impacts the business, they’re better able to act on problems, discover opportunities, and take action. Jobber was able to bring together key data sources, display real-time dashboards across the office, and share performance updates with employees through Klips.

By creating your own dashboards for core business areas, you too can empower your whole team to generate useful data-driven insights. Start your free Klipfolio Klips trial today